JTKAX Mutual Fund Analysis & Holdings | MarketXLS

JTKAX Mutual Fund

NAV$10.61

AUM$88M

TER1.20%

Holdings48

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JTKAX Mutual Fund

NAV$10.61

John Hancock Global Thematic Opportunities Fund Class A

AUM$88M

TER1.20%

Holdings48

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare JTKAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings JTKAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JTKAX Mutual Fund Overlap Analysis

JTKAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

JTKAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 48 holdings, JTKAX may share significant positions with broad-market funds.

JTKAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JTKAX tax-loss harvesting finds highly correlated but non-identical funds.